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Financial Advisor - PNC Wealth Management

PNC Financial Services GroupRockledge, FL🇺🇸United StatesPosted 27 Mar 2026

Quick Overview

Work Type
On Site
Level
Mid Senior

Job Description

Financial Advisor | Rockledge, FL | On-site We are hiring for a leading financial services firm renowned for its client-centric approach and commitment to fostering a supportive workplace culture. This organization empowers its employees to deliver exceptional experiences and achieve success in a collaborative environment. The Role • Consult on investment and insurance strategies, and develop financial plans for clients. • Own the client experience by managing sales, service, and identifying opportunities for referrals. • Acquire, expand, and maintain client relationships through business development and networking. • Develop and present sound financial recommendations and guidance, creating personalized financial plans. • Proactively educate and coach branch staff and internal partners to identify investment opportunities. What You'll Need • Bachelor's degree or equivalent combination of education, job-specific certification, and experience. • FINRA Series 7 and 66 (or 63, 65) licenses required. • Life and Health Insurance licenses required. • Proven experience in client prospecting, relationship building, and customer engagement. • Strong understanding of financial analysis and investment strategies. What's On Offer • Comprehensive benefits package including medical, dental, vision, and 401(k) with match. • Opportunities for professional development and educational assistance. • Generous paid time off, including vacation days, holidays, and occasional absence days. • A collaborative and supportive work environment with robust administrative and technological support. Apply via Haystack today!

Skills

Financial Analysis

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